Report on Payment Fees

Scroll down for the Step-by-Step Guide on how to build a report for Line-Up and payment fees

KEY TERMS & TIPS:

How do I report on payment fees?
By creating a report for your Adjuster fees. You'll just need to create the Adjusters and add them to your Price Tables before reporting on them.
You can then download the report for external use and duplicate it for multiple events and performances.
For full instructions, see our Step-by-Step Guide below.

What are Adjusters?
The commissions or fees that can be set inside or outside of a face value price. 
Payment fees, e.g. fees taken by Stripe or Line-Up, will be Inside Adjusters.
For more info, see here.

What info can I see in this report?
You can include as many Fields and Metrics as you like, including Adjuster name, type, rate, plus the gross and net figures for each fee.
You can also add event and date filters to only show the data for certain events and performances.
For full instructions, see our Step-by-Step Guide below.

Can I send this report out?
Yes, either by exporting it (in CSV or PDF) and sending directly or creating a Report Schedule.

STEP-BY-STEP GUIDE:

1. Create Adjusters:

a) Go to the Tools page, click Adjusters and then New Adjuster. See here for full instructions on creating Adjusters

b) Add Inside Adjusters for the fees that you'd like to report on, e.g. for Stripe Fees, create an Inside Adjuster that is 1.5% and add it to your Website Channel.

NOTE - this is for per item or percentage based fees. Any fixed fees per transaction would need to be calculated manually.

2. Add Adjusters to Price Tables:

a) Go to the Prices tab of your Event(s)

b) Go to your Price Table and duplicate as draft to make changes

c) Right-click on the Variant that you'd like to add Adjusters to and click Manage Adjusters

d) Select your Adjuster fees and click Add Selected Adjusters

e) Save and Publish Price Table. For more info about Price Tables, go here

3. Create a Custom Report:

a) Go to the Reporting page and select Reports 

b) Click New Custom Report

c) On the pop-up, choose Performances as the data source you'd like to run the report with

NOTE - this will run the report by Transaction Items, e.g. tickets, products, fees. Orders will run a report by Payment Items, e.g. payments made with card/voucher. For more info about this, go here

d) In the top-left box, enter the name of the report. NOTE - changes are not automatically saved on Reports. When leaving the page, make sure to click Save in the top-right to make sure any changes are not lost

4. Add Fields:

NOTE - to create a report, you need to add at least one Field and one Metric

a) Click Manage Fields

b) On the pop-up, click on the Fields you'd like to report on and click Done. It is here when you can your Price Adjuster fields

5. Add Metrics:

a) Click Manage Metrics

b) On the pop-up, click on the Metrics you'd like to report on and click Done. It is here where you can add your Inside Fee metrics

NOTE - You can order your Fields and Metrics how you like by moving them up and down in the Selected section on the right of the pop-up. Those at the top of this list will be the furthest to the left of your column headers:

6. Add Filters (optional):

NOTE - if you'd like to run fee reports for specific events, it's best to add an Event Name filter. This will only show the fees for that event

a) Click Manage Filters:

b) On the pop-up, click Add Filter and select the Fields/Metrics you'd like to filter by, e.g. Event Name = is = Christmas Panto

NOTE - to remove any filters, click the bin icon to remove the specific field/metric and then the red circle icon to remove the filter completely

7. Group your data (optional):

a) Click the Group By dropdown in the top right and select from the Fields that you have selected. Once selected, these will form your rows

b) Choose the Performance Start Date options to group by if you want to only see fees for performances within a certain date range, e.g. Today, Tomorrow, Last 7 Days, Last month, etc or choose your own custom options

8. Reporting data for a specific Event? Amend Report title accordingly

9. Save and Export:

a) Click Save to save your changes. NOTE - changes are not automatically saved on Reports. When leaving the page, make sure to click Save in the top-right to make sure any changes are not lost

b) Want to duplicate this report for a separate event? Click Manage Filters

c) On the pop-up, remove the current event filter 

d) Select the new event from the dropdown that you'd like to see fees for

e) To save as a separate report, click Save As

f) On the pop-up, enter the name of the new report you'd like to create and click Submit

NOTE - These will then appear in your Reporting list as two separate reports

g) To download a copy of the report, click Export

h) On the pop-up, select either CSV or PDF and click Export

NEXT STEP: Schedule a report to be sent out to recipients of your choice